See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,820 | $158,398+17.3% | $126,539+46.8% | $142,382+30.5% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 16.99% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $661 | $4,650-85.8% | $3,674-82.0% | $4,299-84.6% |
| Participant deferral / active EE | $812 | $4,767-83.0% | $4,083-80.1% | $6,507-87.5% |
| Admin fee / account holder | $4,755 | $6,918-31.3% | $6,065-21.6% | $12,624-62.3% |